Harfst and Associates provides wealth management services to individuals, families, and small businesses, including investment management and financial planning. They also offer institutional management services to high net worth individuals, family offices, and other institutions. Pension consulting services are available to employee benefit plans. Financial planning services cover retirement, estate, and succession planning. Harfst and Associates may use sub-advisors to manage a portion of client investments.
Assets Under Management$720M
Clients518
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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